iShares S&P 500 Index shares owned by Enzi Wealth
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Enzi Wealth
from 13F filings
Historical chart of Enzi Wealth investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Enzi Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Enzi Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $36M | 61k | 587.15 |
| 2024-06-30 | $34M | 61k | 557.76 |
| 2024-03-31 | $31M | 62k | 506.95 |
| 2023-12-31 | $32M | 65k | 496.62 |
| 2023-09-30 | $32M | 73k | 433.41 |
| 2023-06-30 | $35M | 77k | 452.10 |
| 2023-03-31 | $35M | 85k | 415.78 |
| 2022-12-31 | $39M | 98k | 402.15 |
| 2022-09-30 | $39M | 97k | 400.17 |